Investment adviser representative · Capitalwize, LLC
Da-Zha R. Jones
CRD 6215248 · Atlanta, GA
At a glance
Da-Zha R. Jones is an investment adviser representative with Capitalwize, LLC in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Da-Zha’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Capitalwize, LLCSince September 2021Atlanta, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Da-Zha’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Capitalwize, LLC
- Devin L. AlphinAtlanta
- Kenny N. Conwell Jr.Atlanta
- Thomas WindomAtlanta
- George AcheampongCharlotte
- Greg DerderianCharlotte
- Rachel E. NeblettAustin
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